Core Viewpoint - The company plans to acquire a 13.50% stake in Shenzhen Sihon Software Co., Ltd. through a share issuance, involving Shanghai Yunxin Venture Capital Co., Ltd., Zhang Yuhong, and Zhang Wei as sellers [1] Group 1 - The company received a notification from the Shenzhen Stock Exchange on October 14, 2025, regarding the acceptance of its application for the share issuance to purchase assets [1] - The transaction is subject to approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission [1]

北京中长石基信息技术股份有限公司 公告 本次交易尚需通过深交所审核并取得中国证券监督管理委员会同意注册的批复，最终能 否通过审核、取得注册，以及最终通过审核、取得注册的时间仍存在不确定性。公司将根据 本次交易的进展情况，严格按照有关法律法规的规定和要求及时履行信息披露义务，敬请广 大投资者及时关注公司后续公告并注意投资风险。 特此公告。 北京中长石基信息技术股份有限公司 董 事 会 2025 年 10 月 15 日 证券代码：002153 证券简称：石基信息 公告编号：2025-56 北京中长石基信息技术股份有限公司 关于发行股份购买资产申请文件获得深圳证券交易所受理的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 北京中长石基信息技术股份有限公司（以下简称"公司"）拟通过发行股份的方式向上 海云鑫创业投资有限公司、张育宏和张伟 3 名交易对方购买其持有的深圳市思迅软件股份有 限公司 13.50%股份。 公司于 2025 年 10 月 14 日收到深圳证券交易所（以下简称"深交所"）出具的《关于受 理北京中长石基信息技术股份有限公司发行股份购买资产申请文 ...

Investment Rating - The report maintains a positive outlook for the computer industry, expecting a continued "scissor difference" in Q3 2025, indicating structural growth despite varying performance among companies [3][4][11]. Core Insights - The report predicts that 22% of the tracked companies will see net profit growth exceeding 50%, with notable performers including 深信服 (1528%), 卡莱特 (998%), and 新国都 (235%) [4][5]. - The report highlights a trend of cost reduction through layoffs and non-essential cost cuts, leading to improved efficiency and profitability across the industry [3][4]. - The report identifies key investment targets in various segments, including AIGC, digital economy leaders, and data innovation [3][4]. Summary by Sections Q3 2025 Performance Forecast - Among 54 tracked companies, 11 are expected to exceed 50% profit growth, while 9 will see growth between 30%-50% [4][5]. - 36% of companies are projected to have growth between 0%-30%, and 22% are expected to experience a decline [5][6]. Key Company Performances - 深信服 is projected to achieve a staggering 1528% profit growth, while 卡莱特 is expected to see 998% growth [4][5]. - Companies like 海康威视 and 金山办公 are expected to maintain stable growth rates of around 9% and 15%, respectively [8][10]. - 联想集团 is forecasted to face a significant decline of 99% in profit, indicating challenges in its operational strategy [6][10]. Investment Targets - The report categorizes investment targets into four segments: AIGC, digital economy leaders, data innovation, and AIGC computing power [3][4]. - Notable companies in the AIGC segment include 金山办公 and 道通科技, while 海光信息 and 软通动力 are highlighted in the data innovation category [3][4].

Group 1 - The core point of the news is that Shiji Information experienced a decline of 5.04% in its stock price, reaching 10.74 CNY per share, with a trading volume of 330 million CNY and a turnover rate of 1.89%, resulting in a total market capitalization of 29.312 billion CNY [1] - Shiji Information, established on February 6, 1998, and listed on August 13, 2007, is based in Haidian District, Beijing. The company specializes in software development and sales for hotel information management systems, catering information management systems, and payment systems, among others [1] - The revenue composition of Shiji Information includes: hotel information management systems (43.87%), retail information management systems (18.02%), proprietary smart commercial equipment (17.37%), third-party hardware support (16.46%), social catering information management systems (1.71%), tourism and leisure systems (1.09%), payment systems (1.00%), and others (0.48%) [1] Group 2 - Xinhua Fund has a significant holding in Shiji Information through its fund, Xinhua Active Value Flexible Allocation Mixed A (001681), which held 142,200 shares, accounting for 1.96% of the fund's net value, making it the third-largest holding [2] - The fund has reported a floating loss of approximately 81,100 CNY as of the latest update [2] - Xinhua Active Value Flexible Allocation Mixed A was established on December 21, 2015, with a current scale of 57.4815 million CNY. Year-to-date returns are 9.42%, with a one-year return of 18.79% and a cumulative return since inception of 43.28% [2]

Core Viewpoint - The company, Shiji Information, has been focusing on global expansion and cloud-based hotel information systems since late 2015, with significant investment in research and development [2] Group 1: Company Strategy - The company initiated its global journey in late 2015, aligning with the trend of cloud transformation in information systems [2] - It has invested approximately 1 million USD annually in research and development over the past five years [2] - The company currently operates around 40 overseas subsidiaries and has a team of over 1,000 employees abroad [2] Group 2: Product Development - Shiji Information has developed a new generation of cloud hotel information systems through independent innovation [2] - The core hotel cloud product has received recognition from several well-known international hotel groups and has been launched globally in large volumes [2] Group 3: Financial Position - The company's cash reserves are primarily allocated for global product research and business expansion [2]

Core Viewpoint - Shiji Information (002153) announced the election of Mr. Li Diankun as the vice chairman of the board [1] Company Summary - The announcement was made on the evening of September 29 [1]

Group 1 - The company Shiji Information announced the election of Ms. Wen Juan as the employee representative director of the ninth board of directors during the employee representative meeting held on September 29, 2025 [1]

Group 1 - The company Shiji Information (SZ 002153) held its first temporary board meeting of the ninth session on September 29, 2025, to review the proposal for appointing senior management personnel [1] - For the first half of 2025, Shiji Information's revenue composition was 83.09% from the computer services and software industry and 16.91% from the wholesale goods sector [1] - As of the report, Shiji Information's market capitalization was 29.5 billion yuan [1]

证券代码：002153 证券简称：石基信息 编号：2025-53 北京中长石基信息技术股份有限公司 关于选举公司职工代表董事的公告 本公司及监事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性陈 述或重大遗漏。 北京中长石基信息技术股份有限公司 公告 1 北京中长石基信息技术股份有限公司 公告 根据《公司法》、《公司章程》的有关规定，公司于2025年9月29日召开职工代表大会， 选举通过文娟女士为公司第九届董事会职工代表董事。文娟女士将与公司2025年第二次临时 股东大会审议通过的第九届董事会董事李仲初先生、李殿坤先生、庄卓然先生、周龙先生、 赵浚竹女士、秦健先生共同组成公司第九届董事会，任期自职工代表大会审议通过之日起至 公司第九届董事会任期届满时止。文娟女士简历请见本公告附件。 文娟女士符合《公司法》有关董事任职的资格和条件。公司本次换届选举完成后，董事 会中兼任公司高级管理人员的董事人数总计未超过公司董事总数的二分之一，独立董事人数 未低于公司董事会成员的三分之一，符合相关法律法规及《公司章程》的规定。 特此公告。 北京中长石基信息技术股份有限公司 董 事 会 2025 年 9 月 29 日 ...

北京中长石基信息技术股份有限公司 公告 证券代码：002153 证券简称：石基信息 编号：2025-55 北京中长石基信息技术股份有限公司 关于完成董事会换届选举及聘任高级管理人员 和其他相关人员的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 2025 年 9 月 29 日，北京中长石基信息技术股份有限公司（以下简称"公司"）召开 2025 年第二次临时股东大会，审议通过了《关于公司董事会换届选举第九届董事会非独立董事的 议案》及《关于公司董事会换届选举第九届董事会独立董事的议案》，选举产生 3 名非独立 董事与 3 名独立董事；公司召开职工代表大会，选举产生 1 名职工代表董事。同日，董事会 换届选举完成后，公司召开第九届董事会 2025 年第一次临时会议，审议通过了《关于选举 第九届董事会董事长及副董事长的议案》《关于选举董事会专业委员会成员的议案》《关于聘 任公司高级管理人员的议案》《关于聘任证券事务代表、内审部负责人的议案》。现将具体情 况公告如下： 一、公司第九届董事会组成情况 公司第九届董事会完成换届选举并召开董事会选举产生董事长及副董事长 ...